Hudson Bay Capital Management LP
STAMFORD CT · SEC CIK 0001393825
$368.29亿2026Q2 申报市值
1,335持仓数
25.8%前十大占比 · 第一大 3.2%
414 / 522新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
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2026Q2 卖出最多 按季末市值估算
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2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XNDU | XANADU QUANTUM TECHNOLO LTD | $372.84万 | 0.01% | 345,620 | -409,380 | -54.2% | -$441.62万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $374.72万 | 0.01% | 143,132 | 16,424 | 13.0% | $43.00万 | 加仓 |
| AEAQ | ACTIVATE ENERGY ACQUISIT COR | $375.00万 | 0.01% | 375,000 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC 看跌期权 | $375.78万 | 0.01% | 60,000 | -440,000 | -88.0% | -$2,755.72万 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC | $375.78万 | 0.01% | 60,000 | -440,000 | -88.0% | -$2,755.72万 | 重新持有 |
| STLD | STEEL DYNAMICS INC | $376.38万 | 0.01% | 16,403 | -18,969 | -53.6% | -$435.26万 | 减仓 |
| — | FORTUNEX ACQUISITION CORP | $376.88万 | 0.01% | 375,000 | 375,000 | — | $376.88万 | 新建仓 |
| ILLU | ILLUMINATION ACQUISITIO CORP | $377.58万 | 0.01% | 381,396 | 381,396 | — | $377.58万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $379.03万 | 0.01% | 7,656 | 7,656 | — | $379.03万 | 新建仓 |
| CRAQ | CAL REDWOOD ACQUISITION CORP | $379.41万 | 0.01% | 368,363 | 0 | 0.0% | — | 不变 |
| IRHO | IRON HORSE ACQUISIT II CORP | $380.29万 | 0.01% | 379,148 | 0 | 0.0% | — | 不变 |
| PEB | PEBBLEBROOK HOTEL TR | $382.57万 | 0.01% | 197,100 | -161,601 | -45.1% | -$313.67万 | 减仓 |
| BROS | DUTCH BROS INC | $384.08万 | 0.01% | 53,486 | -8,142 | -13.2% | -$58.47万 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $385.88万 | 0.01% | 590,927 | 590,927 | — | $385.88万 | 新建仓 |
| TVAI | THAYER VENTURES ACQ CORP II | $387.75万 | 0.01% | 375,000 | 0 | 0.0% | — | 不变 |
| EVAC | EQV VENTURES AC CORP. II | $388.41万 | 0.01% | 381,542 | 126,258 | 49.5% | $128.53万 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $388.57万 | 0.01% | 494,365 | 338,278 | 216.7% | $265.89万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN 看跌期权 | $389.35万 | 0.01% | 50,000 | -311,400 | -86.2% | -$2,424.87万 | 重新持有 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $392.69万 | 0.01% | 127,869 | 112,081 | 709.9% | $344.20万 | 重新持有 |
| LWAC | LIGHTWAVE ACQUISITION CORP | $392.92万 | 0.01% | 383,333 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $395.10万 | 0.01% | 228,644 | 193,644 | 553.3% | $334.62万 | 重新持有 |
| EVH | EVOLENT HEALTH INC | $395.50万 | 0.01% | 5,000,000 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $395.78万 | 0.01% | 39,550 | 35,150 | 798.9% | $351.75万 | 加仓 |
| LEGO | LEGATO MERGER CORP IV | $396.80万 | 0.01% | 399,999 | 0 | 0.0% | — | 不变 |
| DYOR | INSIGHT DIGITAL PARTNERS II | $397.17万 | 0.01% | 394,803 | 0 | 0.0% | — | 不变 |
| — | XFLH CAP CORP | $398.80万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| KPET | KPET ULTRA PACELINE CORP | $399.20万 | 0.01% | 399,996 | 399,996 | — | $399.20万 | 新建仓 |
| — | NEWHOLD INVTS CORP IV | $400.00万 | 0.01% | 399,999 | 399,999 | — | $400.00万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $400.00万 | 0.01% | 400,000 | -90,369 | -18.4% | -$90.37万 | 减仓 |
| LTGRU | LONG TABLE GROWTH CORP | $401.20万 | 0.01% | 400,000 | 400,000 | — | $401.20万 | 新建仓 |
| — | FUTUREWAVE ACQUISITION CORP | $401.20万 | 0.01% | 400,000 | 400,000 | — | $401.20万 | 新建仓 |
| BDCI | BTC DEV CORP | $402.40万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $404.40万 | 0.01% | 711,617 | -19,056 | -2.6% | -$10.83万 | 减仓 |
| FVAV | FORTRESS VALUE ACQU CORP V | $406.00万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $406.17万 | 0.01% | 37,960 | 37,960 | — | $406.17万 | 新建仓 |
| — | DOUBLEDOWN INTERACTIVE CO LT | $406.37万 | 0.01% | 353,978 | -64,852 | -15.5% | -$74.45万 | 减仓 |
| — | AA MISSION ACQUISITION CORP | $406.40万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $406.53万 | 0.01% | 76,330 | 76,330 | — | $406.53万 | 新建仓 |
| SVIV | SPRING VY ACQUISITION CORP I | $406.96万 | 0.01% | 398,980 | 0 | 0.0% | — | 不变 |
| ZLAB | ZAI LAB LTD | $408.50万 | 0.01% | 215,000 | 185,000 | 616.7% | $351.50万 | 加仓 |
| SAIA | SAIA INC | $411.64万 | 0.01% | 9,774 | -21,167 | -68.4% | -$891.47万 | 减仓 |
| BLUW | BLUE WTR ACQUISITION CORP. I | $411.70万 | 0.01% | 399,324 | 0 | 0.0% | — | 不变 |
| CCII | COHEN CIRCLE ACQUISIT CORP I | $412.00万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $412.50万 | 0.01% | 75,000 | -8,450 | -10.1% | -$46.48万 | 减仓 |
| EGO | ELDORADO GOLD CORP NEW | $415.52万 | 0.01% | 133,650 | 133,650 | — | $415.52万 | 新建仓 |
| NXT | NEXTPOWER INC | $416.04万 | 0.01% | 34,920 | 34,920 | — | $416.04万 | 新建仓 |
| IMSR | TERRESTRIAL ENERGY INC | $417.22万 | 0.01% | 589,293 | 137,006 | 30.3% | $97.00万 | 加仓 |
| POWL | POWELL INDS INC | $419.63万 | 0.01% | 14,654 | 3,821 | 35.3% | $109.42万 | 加仓 |
| — | PANTAGES CAPITAL ACQUISITION | $419.70万 | 0.01% | 395,572 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $421.39万 | 0.01% | 22,681 | 22,681 | — | $421.39万 | 新建仓 |
| — | LAKE SUPERIOR ACQUISITION CO | $426.30万 | 0.01% | 420,000 | 0 | 0.0% | — | 不变 |
| TASK | TASKUS INC | $429.50万 | 0.01% | 917,725 | 695,601 | 313.2% | $325.54万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $431.62万 | 0.01% | 140,000 | -216,535 | -60.7% | -$667.58万 | 减仓 |
| OC | OWENS CORNING NEW | $435.30万 | 0.01% | 27,384 | 6,820 | 33.2% | $108.41万 | 加仓 |
| — | TERRESTRIAL ENERGY INC | $438.11万 | 0.01% | 1,296,174 | -6,876 | -0.5% | -$2.32万 | 减仓 |
| MUZE | MUZERO ACQUISITION CORP | $438.33万 | 0.01% | 441,418 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $440.76万 | 0.01% | 32,416 | -42,415 | -56.7% | -$576.72万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $440.82万 | 0.01% | 275,000 | 275,000 | — | $440.82万 | 新建仓 |
| FNKO | FUNKO INC | $441.00万 | 0.01% | 750,000 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $443.14万 | 0.01% | 21,586 | -1,603 | -6.9% | -$32.91万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $444.02万 | 0.01% | 15,280 | -18,561 | -54.8% | -$539.36万 | 减仓 |
| GSHR | GESHER ACQUISITION CORP. II | $444.12万 | 0.01% | 425,000 | 0 | 0.0% | — | 不变 |
| BIDWU | TRIBECA STRATEGIC ACQUISITIO | $447.75万 | 0.01% | 450,000 | 450,000 | — | $447.75万 | 新建仓 |
| SVCC | STELLAR V CAP CORP | $447.84万 | 0.01% | 425,700 | 0 | 0.0% | — | 不变 |
| BKV | BKV CORP | $448.60万 | 0.01% | 163,961 | 82,908 | 102.3% | $226.84万 | 加仓 |
| — | ARC GROUP ACQUISITION I CORP | $454.48万 | 0.01% | 460,000 | 460,000 | — | $454.48万 | 新建仓 |
| HNRG | HALLADOR ENERGY COMPANY | $455.95万 | 0.01% | 262,192 | -3,649 | -1.4% | -$6.35万 | 减仓 |
| KYIV | KYIVSTAR GROUP LTD | $455.95万 | 0.01% | 281,974 | 39,467 | 16.3% | $63.82万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $456.08万 | 0.01% | 353,827 | 353,827 | — | $456.08万 | 新建仓 |
| — | WILLOW LANE ACQUISITION CRP | $459.90万 | 0.01% | 450,000 | 450,000 | — | $459.90万 | 新建仓 |
| CENX | CENTURY ALUM CO | $460.10万 | 0.01% | 100,000 | 92,529 | 1,238.5% | $425.73万 | 加仓 |
| ARGX | ARGENX SE | $463.88万 | 0.01% | 5,000 | -25,000 | -83.3% | -$2,319.43万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $466.67万 | 0.01% | 57,500 | -135,155 | -70.2% | -$1,096.92万 | 减仓 |
| APTV | APTIV PLC | $469.83万 | 0.01% | 76,545 | -19,795 | -20.5% | -$121.50万 | 减仓 |
| — | GALAXYEDGE ACQUISITION CORP | $472.15万 | 0.01% | 475,000 | 475,000 | — | $472.15万 | 新建仓 |
| ZKP | LAFAYETTE DIGITAL ACQUISITIO | $474.05万 | 0.01% | 475,000 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $476.96万 | 0.01% | 40,000 | 40,000 | — | $476.96万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $478.10万 | 0.01% | 100,000 | 100,000 | — | $478.10万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $480.60万 | 0.01% | 20,177 | -5,170 | -20.4% | -$123.14万 | 减仓 |
| ECHO | ECHOSTAR CORP 看跌期权 | $485.17万 | 0.01% | 47,800 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $486.02万 | 0.01% | 288,953 | -591,890 | -67.2% | -$995.56万 | 减仓 |
| CRH | CRH PLC | $486.54万 | 0.01% | 45,471 | -20,739 | -31.3% | -$221.91万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $488.76万 | 0.01% | 34,043 | -25,507 | -42.8% | -$366.20万 | 减仓 |
| TLNC | TALON CAP CORP | $490.31万 | 0.01% | 476,033 | 0 | 0.0% | — | 不变 |
| — | CH4 NATURAL SOLUTIONS CORP | $492.50万 | 0.01% | 500,000 | 500,000 | — | $492.50万 | 新建仓 |
| EVH | EVOLENT HEALTH INC | $494.91万 | 0.01% | 913,109 | -403,311 | -30.6% | -$218.59万 | 减仓 |
| — | STARLINK AI ACQUISITION CORP | $494.99万 | 0.01% | 499,990 | 499,990 | — | $494.99万 | 新建仓 |
| — | COLLECTIVE ACQUISITION CORP | $495.00万 | 0.01% | 500,000 | 500,000 | — | $495.00万 | 新建仓 |
| ORCL | ORACLE CORP | $496.14万 | 0.01% | 33,855 | -808,608 | -96.0% | -$1.19亿 | 减仓 |
| — | VERNAL CAP ACQUISITION CORP | $497.00万 | 0.01% | 500,000 | 500,000 | — | $497.00万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $497.74万 | 0.01% | 35,000 | 35,000 | — | $497.74万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $498.68万 | 0.01% | 21,012 | 5,162 | 32.6% | $122.51万 | 重新持有 |
| ISNRU | SNOW ROTHSCHILD ACQUISITION | $500.00万 | 0.01% | 500,000 | 500,000 | — | $500.00万 | 新建仓 |
| — | WHITE PEARL ACQUISITION CORP | $501.00万 | 0.01% | 500,000 | 0 | 0.0% | — | 不变 |
| DGAC/U | DISCIPLINED GROWTH | $502.00万 | 0.01% | 500,000 | 500,000 | — | $502.00万 | 新建仓 |
| IWM | ISHARES TR | $502.05万 | 0.01% | 16,710 | -324,090 | -95.1% | -$9,737.29万 | 减仓 |
| SAC | SAFEGUARD ACQUISITION CORP | $503.00万 | 0.01% | 500,000 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $504.28万 | 0.01% | 138,500 | -3,520 | -2.5% | -$12.82万 | 减仓 |
| GCGR | GENERAL CATALYST GBL RESIL M | $504.50万 | 0.01% | 500,000 | 500,000 | — | $504.50万 | 新建仓 |
| IPXG | COLUMBUS CIRCLE CAP CORP II | $505.33万 | 0.01% | 498,849 | -1,151 | -0.2% | -$1.17万 | 减仓 |